SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 728 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.43 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $808,000 | +9.3% | 7,150 | +0.4% | 0.05% | -8.6% |
| Q3 2021 | $739,000 | -0.8% | 7,120 | -0.4% | 0.06% | -3.3% |
| Q2 2021 | $745,000 | +12.2% | 7,147 | +4.2% | 0.06% | +1.7% |
| Q1 2021 | $664,000 | +12.7% | 6,862 | +6.1% | 0.06% | +5.4% |
| Q4 2020 | $589,000 | +54.2% | 6,469 | +35.1% | 0.06% | +36.6% |
| Q3 2020 | $382,000 | +13.7% | 4,790 | +4.9% | 0.04% | +5.1% |
| Q2 2020 | $336,000 | +21.7% | 4,568 | -0.0% | 0.04% | +8.3% |
| Q1 2020 | $276,000 | -27.2% | 4,569 | -7.3% | 0.04% | -7.7% |
| Q4 2019 | $379,000 | +7.4% | 4,929 | -0.8% | 0.04% | +2.6% |
| Q3 2019 | $353,000 | +0.3% | 4,967 | -0.4% | 0.04% | 0.0% |
| Q2 2019 | $352,000 | +53.0% | 4,988 | +30.0% | 0.04% | -20.8% |
| Q4 2018 | $230,000 | -88.5% | 3,836 | +12686.7% | 0.05% | – |
| Q4 2016 | $2,000,000 | +99900.0% | 30 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | – | 30 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |